Expert AI, applied.
Ask before you pay, file, sign, call, or panic. Five expert AI advisors across 30 topics — tax, legal, finance, insurance, and more — give you a cited answer with the practical next step. Here’s what that looks like:
How do I lower my self-employment tax?
Dave
Medium — depends on your profit and a reasonable-salary level. Example answer — not advice; confirm with a professional.
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Not a recording. Pick an advisor or let WithDave route you, and watch a genuine answer stream in live. A real taste — the full version adds sources, research, and documents.
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More than a chatbot
Ask before you panicpayfilesigncallpanic.
A generic chatbot hands you an answer. WithDave routes you to the right one of five experts, names its sources, and tells you how confident it is.
For Everyone
From question to prepared.
Ask a question. Get a cited, plain-English answer. Go deeper with research. Generate the document you need. Walk into your meeting knowing exactly what to ask.
Ask
Start with any question. Your advisor names its sources and explains in plain English.
Go deeper
Turn the answer into a comprehensive research report — analysis, comparisons, and a recommendation.
Create
Generate the document the situation calls for — letters, memos, plans — drafted and ready to review.
Prepare
Walk into your professional's office with the exact questions to ask — and the context to make it count.
Can I contest my father’s will?
Erika
You may have grounds — most contests turn on undue influence, lack of testamentary capacity, or improper execution. You’ll need standing as an heir, and a state deadline applies
“Grounds for contesting a will — undue influence & capacity”
Letter to the Estate Executor
RE: Request to review the will & estate accounting
Dear Mr. Halloran,
As an heir and interested party to the estate, I am requesting a copy of the will admitted to probate and a full accounting of the estate’s assets…
Questions to bring to your estate attorney
The platform
Everything after the answer.
One place to go from a question to something done — ask, research, draft, and decide across every part of your life.
Expert Chat
Ask across 30 topics — routed to the right one of five advisors, with sources.
Research
Turn any question into a comprehensive, cited research report.
Document Studio
Generate 90+ documents — letters, memos, plans, and agreements.
Multi-Expert Analysis
Put one decision to several advisors at once and see every angle.
Briefings
Personalized briefings on the news that affects your money and your rights.
For Firms
A branded AI client portal for your own practice — with human review.
90+ documents, drafted for you and ready to review —
Now on iPhone · TestFlight Beta
Five experts. In your pocket.
The native iPhone app. A daily briefing personalized to your life. Instant ask whenever a question hits. Document analysis with the camera. Every advisor you trust — wherever you are.
Daily briefing
Personalized morning brief from all 5
Snap to analyze
Photo any document, get clarity
Ask anywhere
All five advisors, on the go
iPhone · iOS 17+ · Free during beta · No App Store wait
New · The knowledge layer
Behind every portal,
a second brain.
WithDave learns your firm’s knowledge — your documents, your playbook, the rules your team teaches it — and grounds every answer and draft in it, with sources. It remembers what a chatbot forgets. And like everything in WithDave, it never sends a word without your approval.
For Firms
Your AI-native practice.
White-labeled AI portals for CPA firms, law firms, and financial advisors. Your brand, your clients — powered by expert AI with human review built in. Every AI draft routes through your team before it reaches a client.
Human Review Queue
Every AI-generated answer goes through your team first. Approve, edit, or reject before clients see it. Full audit trail.
Document Studio
50 templates — engagement letters, tax memos, demand letters. AI drafts using your firm context and client data.
Practice Analytics
Revenue tracking, review SLA, client satisfaction, engagement pipeline. Real-time visibility into your practice.
Client Portals
Branded portals for each client. AI Q&A, document requests, engagement tracking — all under your firm’s identity.
Greenfield & Associates
AI-Powered CPA Practice
Sarah Chen · client portal
“Can I deduct my home office if I work hybrid?”
Yes — if part of your home is used regularly and exclusively for work, you can deduct it by square footage. Since you’re hybrid, only the portion used for your employer…
Nothing reaches your client until a human on your team approves it.
Hi Sarah — great question. Yes, you can deduct a hybrid home office, with a couple of conditions specific to your situation…
Sent under your brand · full audit trail saved.
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